This document explains how the Deal Module works in WORTAL CRM, including the deal lifecycle, the Deal List (Table View), creating a deal, and the Deal Detailed View. It is written as a website-ready product explainer with clear sections and scannable formatting.
What is the Deal Module?
The Deal Module is used to manage qualified sales opportunities. It helps teams track deals through pipeline stages, maintain commercial details, log activities, generate quotations, and manage the full deal lifecycle until the deal is marked Won or Lost.
Core Features of Deal Module
View deals in:
- Table View
- Pipeline (Kanban) View
Search and filter deals
Manage pipeline stages (from Prospecting to Won/Lost)
Create new deals and link them with Person and Organization
Add products and auto-calculate deal amount
Log activities:
- Calls
- Meetings
- Visits
- Follow-ups
Bulk update:
- Stages
- Assigned users
Send templates for bulk communication
Generate quotations
Maintain supporting records:
- Notes
- Docs
- History
- Chat (WhatsApp API dependent)
Ensure traceability via history logs
Deal Lifecycle Flow
Standard flow:
Create Deal
→ Stage = Prospecting
→ Add Product
→ Schedule Activity
→ Move to Demo
→ Move to Proposal
→ Move to Negotiation
→ Mark Won
→ Revenue booked